Job Title: Client Service Executive

Industry: Wealth management

Location: Bristol

Salary: £30,000 - £33,500

Job reference: 9357

Job Description:

Recruit UK is partnering with a leading investment house to hire a Client Service Executive for their Bristol office. In this vital role, you will be at the forefront of delivering exceptional service to clients, acting as their primary point of contact. You will be responsible for cultivating strong client relationships, gaining a deep understanding of their needs, and ensuring their satisfaction with every interaction. Collaborating closely with investment advisors, you will facilitate the smooth execution of client requests, contributing to the overall success and reputation of the firm.

With a commitment to long-term investment strategies and bespoke portfolio management, the firm provides clients with expert guidance, ensuring their financial goals are met through tailored solutions and consistent, high-quality service.

Duties will include:

• First point of contact for clients and their intermediaries
• Answer calls/emails, attend meetings as required, manage discussions and deliver a high-quality experience
• Onboarding, transfers, payments and reporting
• Prepare literature for client meetings
• Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
• Understand suitability requirements and support the investment managers/financial planners with gathering relevant information

Benefits:

• 25 days holiday
• Hybrid working - full home office set up and laptop provided
• Generous pension scheme - 9%
• Bonus scheme
• Exam support and clear progression
• Life assurance
• Income protection
• Private health scheme

Skills and experience required:

• Previous financial services experience
• Client facing experience
• Ability to multitask
• Problem solving skills
• Excellent communication skills - both written and verbal
• Ability to work independently and as a team

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Client Service Executive role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.